Case Study: SeaTrees improves inventory tracking and operations with Agency73

SeaTrees streamlines inventory and operations for 100 projects by 2030 with Agency73

SeaTrees, a program of the non-profit Sustainable Surf, faced the challenge of scaling its operations to meet its goal of 100 coastal ecosystem projects by 2030. Their existing Salesforce system required major structural improvements for inventory management, impact reporting, and forecasting, and they were manually tracking project inventory in a separate spreadsheet. They turned to vendor Agency73 for a customized Salesforce solution to integrate their tech stack and manage operations more effectively.

Agency73 implemented a new data architecture within Salesforce using custom objects and flows to accurately track real-time, project-based inventory. The solution streamlined processes, allowing SeaTrees to manage brand partners, revenue, projects, and inventory all in one place. This provided a foundation for advanced reporting and forecasting, enabling the organization to scale its operations and advance its mission of restoring blue carbon coastal ecosystems.

SeaTrees (Sustainable Surf)